+6.7%
TEM vs Q
+27.2%
-20.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -3.4% |
| 7D | +7.8% | +11.5% | -3.7% | +4.1% |
| 30D | +11.2% | -0.2% | +11.4% | +11.3% |
| 3M | +39.0% | -13.6% | +52.6% | +44.4% |
| 6M | +61.6% | -27.0% | +88.7% | +74.3% |
| YTD | +28.5% | +50.5% | -22.0% | -1.5% |
| 1Y | +6.7% | +33.8% | -27.0% | -13.8% |
| All | +6.7% | +27.2% | -20.5% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded Q wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling